+219.2%
CVX vs VEU
+155.0%
+64.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | +2.6% | -1.4% | +4.0% | +3.9% |
| 30D | +9.8% | -0.4% | +10.3% | +10.1% |
| 3M | +16.2% | +2.5% | +13.7% | +12.6% |
| 6M | +13.6% | +11.1% | +2.5% | -0.2% |
| YTD | +44.4% | +16.5% | +27.9% | +20.2% |
| 1Y | +40.6% | +22.9% | +17.7% | +10.5% |
| 3Y | +48.2% | +73.4% | -25.2% | -20.9% |
| 5Y | +172.3% | +56.1% | +116.2% | +61.9% |
| All | +219.2% | +155.0% | +64.2% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling